That’s largely because Wells already took a charge in the fourth quarter against their mortgage servicing business; an area of weakness for rival JPMorgan. "They didn’t value it as high as JPM," he says.

In addition, "Wells is the closest to being compliant with their mortgage services business than any other bank," he says.

And ahead of the broadcast he told our producers, “Wells Fargo has the lowest loan delinquency/ foreclosure rate, which will also help them."

If you’re looking for other ideas, although he didn’t name stocks, Fast trader Stephen Weiss did suggest banks with a strong middle market loan portfolios. And Orenbuch said the same. “That is where we’re seeing loan growth beginning."

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PRECIOUS METALS

Gold prices hit all-time highs on Friday and silver rallied to its highest level since early 1980, buoyed by expectations U.S. monetary policy will stay loose, that the dollar would remain weak, and oil prices would remain high.

Should you ride the precious metals?

Anthony Scaramucci had believed that the gains in gold and silver were not sustainable but he concedes that he's becoming less skeptical of the trade. "There are a lot of fundamentals that suggest both gold and silver will continue to move up," he says.

What’s the money in motion currency trade of the week. Get all the details from Amelia Bourdeau of Westpac Institutional Bank.

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For Joe TerranovaTerranova is Chief Market Strategist of Virtus Investment Partners, LTDVirtus Investment Partners Owns More Than 1% Of (ABAX)Virtus Investment Partners Owns More Than 1% Of (AMKR)Virtus Investment Partners Owns More Than 1% Of (CCG)Virtus Investment Partners Owns More Than 1% Of (CASS)Virtus Investment Partners Owns More Than 1% Of (CSVI)Virtus Investment Partners Owns More Than 1% Of (EXR)Virtus Investment Partners Owns More Than 1% Of (FCFS) Virtus Investment Partners Owns More Than 1% Of (IGE) Virtus Investment Partners Owns More Than 1% Of (KRC)Virtus Investment Partners Owns More Than 1% Of (LDR)Virtus Investment Partners Owns More Than 1% Of (NCRI)Virtus Investment Partners Owns More Than 1% Of (DBV)Virtus Investment Partners Owns More Than 1% Of (XLB)Virtus Investment Partners Owns More Than 1% Of (XLV)Virtus Investment Partners Owns More Than 1% Of (XLP)Virtus Investment Partners Owns More Than 1% Of (XLY)Virtus Investment Partners Owns More Than 1% Of (XLE)Virtus Investment Partners Owns More Than 1% Of (XLF)Virtus Investment Partners Owns More Than 1% Of (XLI)Virtus Investment Partners Owns More Than 1% Of (XLK)Virtus Investment Partners Owns More Than 1% Of (XLU)Virtus Investment Partners Owns More Than 1% Of (WDFC)Virtus Investment Partners Owns More Than 1% Of (YDNT)Virtus Investment Partners Owns More Than 1% Of DOMINO'S PIZZA UK & IRL PLC